Purchases and Sales Made in Q2 2025 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q2 2025. The information is specifically focused on institutions that hold shares of HEALTHEQUITY, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-7- 0.33% |
$537 - $791
|
2.09K
$193K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 10.77% |
$537 - $791
|
58
$5.36K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-11- 61.11% |
$844 - $1.24K
|
7
$647
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-11- 7.1% |
$844 - $1.24K
|
144
$13.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-12- 0.02% |
$921 - $1.36K
|
68.2K
$6.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16- 0.13% |
$1.23K - $1.81K
|
12.2K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-17- 13.39% |
$1.31K - $1.92K
|
110
$10.2K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 1.66% |
$1.38K - $2.04K
|
1.06K
$98.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-26- 53.06% |
$2K - $2.94K
|
23
$2.13K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-44- 1.34% |
$3.38K - $4.97K
|
3.24K
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-47- 4.92% |
$3.61K - $5.31K
|
908
$84K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-50- 0.13% |
$3.84K - $5.65K
|
38.1K
$3.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-64- 2.82% |
$4.91K - $7.24K
|
2.2K
$204K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-68- 1.06% |
$5.22K - $7.69K
|
6.38K
$590K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-73- 2.3% |
$5.6K - $8.25K
|
3.1K
$287K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-110- 3.44% |
$8.44K - $12.4K
|
3.09K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-117- 3.97% |
$8.98K - $13.2K
|
2.83K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-138- 0.97% |
$10.6K - $15.6K
|
14.1K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-145- 1.78% |
$11.1K - $16.4K
|
8.02K
$742K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-184- 26.71% |
$14.1K - $20.8K
|
505
$46.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-188- 5.07% |
$14.4K - $21.3K
|
3.52K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-200- 9.52% |
$15.4K - $22.6K
|
1.9K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-208- 3.87% |
$16K - $23.5K
|
5.16K
$478K
|
|
|
Aug 13, 2025
Q2 2025
|
Goodnow Investment Group, LLC
Darien, CT |
SELL
|
- |
-210- 1.24% |
$16.1K - $23.7K
|
16.8K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-225- 5.96% |
$17.3K - $25.4K
|
3.55K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-249- 2.01% |
$19.1K - $28.2K
|
12.2K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-258- 1.25% |
$19.8K - $29.2K
|
20.3K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-274- 0.31% |
$21K - $31K
|
87.5K
$8.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-275- 36.33% |
$21.1K - $31.1K
|
482
$44.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-291- 13.43% |
$22.3K - $32.9K
|
1.88K
$173K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-321- 0.96% |
$24.6K - $36.3K
|
33K
$3.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-325- 3.09% |
$25K - $36.7K
|
10.2K
$943K
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-353- 5.52% |
$27.1K - $39.9K
|
6.04K
$558K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-373- 3.82% |
$28.6K - $42.2K
|
9.38K
$868K
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-375- 24.54% |
$28.8K - $42.4K
|
1.15K
$107K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-404- 12.44% |
$31K - $45.7K
|
2.84K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-415- 4.09% |
$31.9K - $46.9K
|
9.72K
$899K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-419- 7.12% |
$32.2K - $47.4K
|
5.47K
$506K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-437- 17.95% |
$33.5K - $49.4K
|
2K
$185K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-473- 7.51% |
$36.3K - $53.5K
|
5.82K
$539K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-487- 7.63% |
$37.4K - $55.1K
|
5.89K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-510- 1.7% |
$39.2K - $57.7K
|
29.5K
$2.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-565- 19.18% |
$43.4K - $63.9K
|
2.38K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-571- 20.12% |
$43.8K - $64.6K
|
2.27K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Aristeia Capital LLC
Greenwich, CT |
SELL
|
- |
-585- 16.75% |
$44.9K - $66.1K
|
2.91K
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-595- 6.47% |
$45.7K - $67.3K
|
8.6K
$795K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-613- 2.38% |
$47.1K - $69.3K
|
25.2K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-627- 4.53% |
$48.1K - $70.9K
|
13.2K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-653- 4.65% |
$50.1K - $73.8K
|
13.4K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-658- 5.16% |
$50.5K - $74.4K
|
12.1K
$1.12M
|